Koncert has provided the ability to transfer the uploaded call list(s) to your team member’s Lists tab for dialing through a Transfer button that has been added above the grid.

NOTE: The "Transfer” button will be available only for Managers.

Below you can find how to transfer the uploaded call list(s) to your team member(s):

1. Select the Call List(s) that you wish to transfer to your team member. Then, click the Actions button on the top and select the option Transfer.

NOTE:

• You can select and transfer multiple Static Call Lists.

• You cannot transfer the Dynamic list(s) to a team member. If trying to do so, an alert message below will be displayed. Click OK.

• You cannot transfer the lists that are being dialed in the AIPD Session tab to a team member. If trying to do so, an alert message below will be displayed:

2. The Transfer Ownership window will pop up. By default, the From dropdown will be displayed with your name (logged-in manager name). Select a user from the To dropdown to whom the list(s) has to be transferred. Click Transfer. 

NOTE: Only Sales Reps assigned to the logged-in Manager team(s) will be listed in the Select User dropdown.

3. The message below will be displayed asking you to confirm the transfer:

• Click Confirm to transfer the call list(s), or

• Click Close icon to cancel this process

4. The message below will be displayed after the transfer is successful. 

5. The call list(s) will be moved to the selected user’s Lists tab and removed from the manager’s Lists tab.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.